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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,114 | $81,487-63.0% | $102,412-70.6% | $80,935-62.8% |
| Participation rate | 78.7% | 66.8%+11.9pp | 74.5%+4.2pp | 67.7%+11.1pp |
| Annual return | 11.65% | 25.60%-13.9pp | 24.94%-13.3pp | 35.66%-24.0pp |
| Employer contribution / active EE | $2,692 | $3,103-13.2% | $3,870-30.4% | $2,757-2.3% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,908 | $6,717-56.7% | $8,388-65.3% | $6,924-58.0% |